See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,792 | $56,484+175.8% | $169,463-8.1% | $64,186+142.7% |
| Participation rate | 53.2% | 64.5%-11.3pp | 77.8%-24.6pp | 69.6%-16.3pp |
| Annual return | -6.27% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,110 | $3,448+106.2% | $5,277+34.7% | $3,470+104.9% |
| Admin fee / account holder | $22 | $4,174-99.5% | $9,109-99.8% | $4,888-99.5% |